Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Real Estate Fund in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERAL RE CORPORATION EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN OF GENERAL RE CORP AND ITS DOMESTIC SUBSIDIARIES | STAMFORD CT | 1,085 | $1.6B | $7.8M |
| 2 | AMERICAN VISION WINDOWS, INC. AMERICAN VISION WINDOWS RETIREMENT PLAN | SIMI VALLEY CA | 174 | $4.9M | $15K |